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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,225 | $73,978-15.9% | $96,515-35.5% | $75,173-17.2% |
| Participation rate | 47.2% | 66.4%-19.3pp | 74.3%-27.2pp | 67.2%-20.0pp |
| Annual return | 15.16% | 26.72%-11.6pp | 35.73%-20.6pp | 160.72%-145.6pp |
| Employer contribution / active EE | $2,169 | $2,931-26.0% | $3,740-42.0% | $2,671-18.8% |
| Participant deferral / active EE | $5,041 | $3,660+37.7% | $4,880+3.3% | $4,126+22.2% |
| Admin fee / account holder | $828 | $5,219-84.1% | $6,735-87.7% | $5,651-85.3% |